- Mutual Funds
- HDFC Mutual Funds
- HDFC Balanced Fund (Growth)
HDFC Balanced Fund (Growth)
₹
NAV ()
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹
NAV ()
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | NA |
6 Month CAGR | NA |
Scheme Information
The primary objective of the Scheme is to generate capital appreciation along with current income form a combined portfolio of equity & equity related and debt & money market instruments.
Expense Ratio | 1.92 |
Launched (24y ago) | Sep 10, 2000 |
AUM in Crores | 16131.521 |
ISIN | INF179K01392 |
Lock-in | No Lock-in |
Benchmark | |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Balanced Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 3,102 cr | ||
₹ 3,417 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.1% | 13% | ||
13.9% | 6.7% | ||
6% | 7.8% | ||
5.1% | 5.9% | ||
6.6% | 6% |
HDFC Balanced Fund (G) Review
HDFC Balanced Fund (G) is a Balanced Hybrid Hybrid fund and has delivered an annualised return of null% over a period of 23 years. The fund is managed by HDFC Asset Management Co Ltd. The fund manager’s name is null.
Nav of HDFC Balanced Fund (G) as of 1/1/1970 is ₹undefined with the total AUM as of 4/23/2024 is ₹16131.521. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Balanced Fund (G) was launched on Sep 10, 2000. The category risk of the fund is Moderately High Risk.
The minimum SIP amount for HDFC Balanced Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is HDFC Balanced Fund (G)?
How to invest in HDFC Balanced Fund (G)?
You can invest in HDFC Balanced Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Balanced Fund (G)?
The minimum sip amount for HDFC Balanced Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is HDFC Balanced Fund (G) good to invest in?
As per Scripbox experts, HDFC Balanced Fund (G) is a Not Reviewed Yet fund. You can investHDFC Balanced Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Balanced Fund (G)?
The expense ratio of the HDFC Balanced Fund (G) is 1.92% for regular plan.